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I’m writing to strongly request the immediate implementation of a report in Xero Tax that identifies clients who have the 'Deduct fee from refund' option selected under the Electronic Funds Transfer section.

This feature is essential for our practice operations. Currently, there is no visibility or bulk reporting mechanism to identify which clients have this field enabled. This poses the following challenges:

Risk and compliance: We are unable to audit or verify this setting across our client base, which is critical from a financial control and compliance perspective.

Operational inefficiency: Manually checking each client file is not scalable and wastes valuable time.

Billing integrity: It is important to ensure clients are billed appropriately, and this setting directly affects how we manage client refunds and recover our fees.

Given the growing demand from multiple users (as seen in the below product idea thread), and the business-critical nature of this field, I urge Xero to prioritise this feature and fast-track its implementation.

Really need to be able to report on this field. How is it not already an option!

This would be a vital tool to see what clients are set up in the database as Yes so that we would ensure prior to any returns commencing that the information is accurate and up to date

With the admin involved in running a Trust account being so annoying, we no longer wish to receive client refunds. I need to be able to report on which clients have this box ticked so that I can remove them all. Having to trawl through the entire database is not an option. Please get this field added to reporting ASAP!

Yes please include this vtial Fee From Refund report as going to be used for multiple clients in the 2025/2026 finacial year in our practise.

Could really do with being able to run a fee from refund report in xero...please enable!

For a program that provides itself on ease of use I find it odd that this is something that even has to be asked for.

Can some common sense please prevail and have this field added ASAP

Please get this report enable asap, I cannot believe there is not already an option for a Fee from Refund report.

Just do it

This report would be really helpful for administrative time saving.

There is now way to know which clients have this ticked, so if circumstances change, we can't identify them.
I cannot imagine this is a big program change, so should be done as a priority.